Our friend Jeff Weniger, Head of Equity Strategy at Wisdom Tree, returned as this week’s guest. Our wide-ranging conversation covered topics including:

How sticky has inflation really become
Many ways to measure inflation
Leading and lagging indicators
The recent drop in US home prices and the health of the real-estate market
How the recent rise in interest rates affects mortgages and affordability
US money supply and the reversal of the TINA trade
Japan – demographics, debt burden and a collapsing Yen
Reverse currency wars
What makes a country (and its currency) a safe haven
The apparent disconnect between financial markets and the economy
How investors should prepare and protect their portfolios for the next few years
And much more

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.

*ReSolve Global Inc. refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global Inc. is a registered person with the Cayman Islands Monetary Authority.

ReSolve Riffs with Jeff Weniger on the Housing Recession, Perky Consumers, and Where to Invest Now